- Identify and recommend appropriate insurance products to map with client needs
- Work with Wealth Managers to perform client-centered portfolio review and design to ascertain the client's capacity for risk.
- Develop and conduct regular insurance trainings to enhance insurance knowledge of Wealth Managers
- Work with the compliance team to ensure the insurance sales practice is fully compliant
- Establish good relationship with business partners and Wealth Managers to gain support for insurance product delivery strategies
- At least 10 years’ working experience in insurance products management, Financial Institution is a plus.
- RO License under IA with Insurance professional qualification,
- -Qualified for SFC regulated activities type 1, 4 & 9 would be an advantage
- Strong insurance product knowledge with sound knowledge in risk management on insurance & investment products
- Creative, self-motivated, analytical and be attentive to details
- Strong sense of commitment, mature, self-reliant and able work under pressure
- Good in written and spoken English, Chinese & Putonghua
- Excellent communication and inter-personal skill
- Candidate with more experience with be considered as Head of Insurance